Advisors, please join Guardian Capital LP for our upcoming Digital roadshow: Unlocking opportunities across global markets, which will feature five unique webinars focused on different facets of global equity investing.
Guardian is well established in the world of global equities – our five webinars feature four of our portfolio managers who will provide you with extensive insight into opportunities in the global equity market and ways to optimize that exposure.
From the comfort of your home, office, or anywhere you have online access, you can tap into the global expertise that is only available through the broad range of portfolio management teams at Guardian Capital LP.
This invitation is only intended for registered dealers and their advisors and may not be forwarded or redistributed.
| Session 1: The Macro-cast with David Onyett-Jeffries: Looking At 2025 and Beyond Wednesday, February 12 at 2:00 pm ET |
 David Onyett-Jeffries VP Economics & Multi Asset Solutions Guardian Capital LP |
Join David Onyett-Jeffries, Vice President, Economics & Multi Asset Solutions at Guardian Capital LP, for a 45 minute outlook on the global capital markets. David will discuss why he believes the American consumer is more resilient than many strategists give them credit for, and why the strength of U.S. consumer demand should provide economic stability for North America, despite more challenging sociopolitical events. David will also go over his outlook for assets, highlighting key sectors and asset classes he thinks may offer compelling opportunities for the Multi-Asset Solutions he manages. |
| Session 2: Beating Canada Without the Banks Thursday, February 13 at 2:00 pm ET |
 Sam Baldwin, CFA Senior Portfolio Manager Guardian Capital LP |
A Canadian equity portfolio that doesn’t hold any banks? You read that correctly. Sam Baldwin, Senior Portfolio Manager, joins us to discuss Guardian Canadian Focused Equity Fund, the top performing mandate in the Canadian Equity category so far for 2024*. Sam will discuss how he and the team go about building this high-conviction portfolio of quality-growth stocks and why he tends to avoid the banks, particularly in today’s environment. |
| Session 3: The Digital Analyst: How AI is Revolutionizing Stock Selection Tuesday, February 18 at 2:00 pm ET |
 Adam Cilio, FRM, CFA, MMF Senior Portfolio Manager and Engineer, Guardian Capital LP |
 Yvonne Jin, MMF Portfolio Manager and Engineer, Guardian Capital LP |
| While the expanding use of generative artificial intelligence (AI) has captured the public’s imagination of late, using AI in portfolio management is not an entirely new phenomenon. The i 3 Investments™ portfolio management team at Guardian Capital LP has used AI and machine learning as a tool in equity selection for the better part of the last decade. Adam Cilio, Senior Portfolio Manager and Engineer, and Yvonne Jin, Portfolio Manager and Engineer at i 3 Investments™ , will illustrate how their team has integrated AI into their portfolio analytics, its potential to highlight areas for enhancing returns, particularly in forecasting key earnings and dividend growth trends, while defining the continued need for human oversight and discretion in its usage. | |
| Session 4: Coupon Clip and Buy the Dip Wednesday, February 19 at 2:00 pm ET |
 Derrick Knie, CFA, M.Fin Managing Director, Portfolio Manager, Fixed Income Investments Guardian Capital LP |
Investors who have satiated their thirst for yield with cash-alternatives are now seeing the impacts of rate cuts to their monthly cash flows. As they look to put cash back to work, it’s become increasingly difficult to find fixed income solutions offering both attractive yield and upside performance potential. Join us for an interactive discussion on credit markets as well as our active and flexible liquid alternative mandate, the Guardian Strategic Income Fund, with Portfolio Manager Derrick Knie. |
| Session 5: Income, but at What Cost? Thursday, February 20 at 2:00 pm ET |
 Dino Bourdos, CFA, CIM Portfolio Manager, Head of Investment Solutions Guardian Capital LP |
Using covered calls to enhance income generated from equities can be a powerful way to help investors meet their income needs, particularly at or near retirement. At what cost to returns should investors chase yield? At Guardian Capital, we believe investors can strike a powerful balance between generating capital appreciation with an attractive income in their portfolio. That’s the approach used by Dino Bourdos, Portfolio Manager, Head of Investment Solutions at Guardian Capital LP. His presentation will tap into his vast experience to go over the pros and cons of call-writing and his approach to generating attractive yield for the Directed Outcomes solutions, without necessarily sacrificing a large amount of the return potential. |
For further information, please reach out to your dedicated Sales representative, or contact us via insights@guardiancapital.com.
Important note: In order to qualify for CE Credits, attendees must watch at least 45 minutes. We will only be applying for CE Credits for IIROC and MFDA, the latter through FP Canada.
*Source: Morningstar, as of December 31, 2024. #1 fund claim based on 1, 2 and 3 year returns vs. all other mutual funds and ETFs within the Canadian Equity category. Click here for details, including performance.
For Advisor Use Only. This communication is confidential and for the exclusive use of registered dealers and their representatives.
DISCLAIMER: This summit is exclusively for dealing representatives of a Dealer firm and is not intended for any of their clients or investors. This webinar series is being organized by Guardian Capital LP (GCLP) in accordance with section 5.2 of NI81-105. The agenda has been arranged to meet primary purpose. There are no costs associated with this event. Registration is offered on a first-come first-served basis and may be subject to your Dealer firm’s approval.
